HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.57M
3
+$2.62M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.55M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.95M

Top Sells

1
+$1.02M
2
+$920K
3
+$759K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$252K
5
VT icon
Vanguard Total World Stock ETF
VT
+$196K

Sector Composition

1 Technology 13.73%
2 Financials 3.77%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
30
1252
$2K ﹤0.01%
58
+25
1253
$2K ﹤0.01%
156
+51
1254
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15
-3
1255
$2K ﹤0.01%
297
+125
1256
$2K ﹤0.01%
98
+48
1257
$2K ﹤0.01%
454
+430
1258
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111
+43
1259
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38
+11
1260
$2K ﹤0.01%
47
1261
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82
+36
1262
$2K ﹤0.01%
37
+2
1263
$2K ﹤0.01%
66
+21
1264
$2K ﹤0.01%
67
+40
1265
$2K ﹤0.01%
117
+40
1266
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116
+15
1267
$2K ﹤0.01%
133
+4
1268
$2K ﹤0.01%
223
-94
1269
$2K ﹤0.01%
91
1270
$2K ﹤0.01%
61
+21
1271
$2K ﹤0.01%
34
1272
$2K ﹤0.01%
42
-3
1273
$2K ﹤0.01%
26
1274
$2K ﹤0.01%
58
+1
1275
$2K ﹤0.01%
133
+61
49 50
51
52 53